Some relatively unusual settings can impact loading add-ins, as they disable the ability to run them. To check these settings, follow these steps:

Excel 2003: Choose Tools | Macro | Security | Trusted Publishers and then make sure the two available check-boxes are checked.

Excel 2007: To see this setting, go to Excel Options from the Office button in the upper-left corner of Excel, then Trust Center, Trust Center Settings, Add-ins, then make sure all three of the options there are unchecked. Pick both Com addins and Excel addins from the pick list at the bottom of the windows, and then make sure none are loaded Except BRC Addins. Then restart Excel.

Excel 2010 – 2016: Use steps similar to Excel 2007 to find the Trust Center Settings.

The message reads, “This workbook has lost its VBA project, ActiveX controls and any other programmability-related features.“

This happens when VBA for applications is not installed with Office. It is installed by default in most cases. To resolve the situation, reinstall Office or Excel and install the Visual Basic for Application components.

This is an Excel bug that happens to some Excel uses at different points. It is no longer very common and is generally caused by virus checker’s that try to decompile the addin. This triggers Excel to put up a password prompt. The fix is to teach your virus checker to stop checking Excel addins for viruses in this way or to get a different virus checker that behaves properly as it interacts with Excel.

You may send a copy of the tool to anyone for trial use. Or, send a link to our site so they can download the free trial.

However, please do not share your product key. A product key is issued for each product purchased and is intended for one user. If you have multiple users who have access to the tools purchased, please purchase multiple copies. See the End User License Agreements (EULA) within each tool.

You may request a replacement key and we will automatically send you an email with your purchase history with the products you’ve purchased and the key for each product. To use this service you must have access to the original email used to make your purchases.

When you complete your purchase, you’ll immediately be sent a purchase confirmation receipt and & your new product key(s). These are sent via email to the email address you use when you place your order. You should receive the email within a few minutes, usually faster. If you do not see it in your inbox, check your spam folder.

Yes, we’ve tested them with Quicken through 2018 and they fully support the latest versions. Tools that create QFX files, such as our QIF to OFX Converter work only with Intuit-supported versions of Quicken, which are typically the last three version years of Quicken.

QuickBooks

QuickBooks does have some limits in the import area. This is a partial list of limitations:

– QuickBooks will import most transaction types, but not all. Paychecks & Sales Orders are two transaction types that can’t be imported.

– For those using Advanced Inventory, QuickBooks does not support Advanced Inventory fields for import, but also requires them to be filled out on transactions. To import you need to first turn off Advanced Inventory, then import, then turn it back on.

– QuickBooks won’t import custom fields on transactions.

– QuickBooks will import transactions using only your home currency.

– Links between transactions, such as invoices and payments, are not imported.

– For Employee records, only basic information such as Name and Address and a few other fields common to other types of names can be imported.

– For Lists, such as Items, Customer, & Vendors, some lesser used and newer fields are not supported. These fields include credit card fields for names and units of measure, the MPN, and location information for items.

QuickBooks can import most data using IIF files. Different types of IIF files can be created using our tools.

QuickBooks will import most types of financial transactions, time records, most types of list records, and budgets using IIF files.

We offer tools that can help you import import transactions (e.g. the IIF Transaction Creator, Transaction Copier, and QIF to IIF Converter), time records (using the XL Timesheet Link), and may types of lists (using the QB List Importer.) We don’t offer any tools that work with budgets.

QuickBooks will also import QBO files (a type of OFX file) for use in the online banking feature. Use our QIF to OFX Converter, OFX Cleaner, or the Excel to OFX Converter to create QBO files.

Import and export memorized reports, but not using IIF files. Instead, you can export these reports directly from the Memorized reports list using Premier or Enterprise.

IIF stands for Intuit Interchange Format, a file format for importing data into financial software. QuickBooks will export IIF files that contain lists & will import IIF files that contain both lists & transactions. The format is daunting for many non-programmer types. Several of our tools make it easier, including the IIF Transaction Creator, the List Importer, and the Transaction Copier.

The IIF Transaction Creator can use CSV and other text files opened in Excel. It will help you convert these files to IIF files for import into QuickBooks. This is a good way to imported banking or credit card transactions where you don’t enter them as you go. They’re imported directly into your register.

The QIF to OFX Converter will import QIF files or use worksheet data downloaded from your bank. It will create OFX, QFX, and QBO files you can import into the online banking center in QuickBooks or Quicken. This is useful is you enter most transactions as you go, and want to reconcile them against the bank’s data.

Yes. Opening balances for lists are created by importing transactions in combination with lists. For import, this means both a new list item & an accompanying transaction must be imported.

Setting this up manually is rather cumbersome, though it’s easy when using our List Importer where all you have to do is specify the opening balance amount for each account or name and the rest is taken care of.

No, it does not include built- in export for transactions. However, QuickBooks does expose its data to 3rd party tools and that can be used to create IIF files with transactions. Then those files can be imported into another QuickBooks file. Our Transaction Copier takes advantage of this capability and allows you to copy transactions from one QuickBooks file to another.

Yes! QuickBooks can import transactions using the IIF file standard. Generally, this can be quite complicated to setup and is considered ‘programming’ by Intuit, and they don’t support questions about IIF. Several of our addins can help with this task, allowing you to convert simple spreadsheets into IIF files.